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Frank Botta is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of the Botta McCarron Group, Frank offers comprehensive advisory services to high-net-worth individuals, C-suite executives and private equity/venture capital professionals, delivering tailored strategies across both sides of the balance sheet.
With a reputation for transparency and honesty, Frank strives to do the right thing for each individual that he serves. He takes a detailed and statistical approach to problem solving, and has an excellent grasp of the complex and intricate nuances that often accompany significant wealth. Clients turn to him for his in-depth financial guidance, tax-efficient orientation and risk mitigation techniques.
A graduate of New York University’s Stern School of Business, Frank earned a B.S. in Accounting and Finance. He also holds a Financial Planning Certification from Boston University and is an Accredited Wealth Management AdvisorSM.
Frank began his career in 1991 at Bear Stearns, J.P. Morgan’s predecessor firm, drawn to its entrepreneurial environment. He moved to Morgan Stanley in 2008 and spent almost 10 years honing his comprehensive capabilities. While there, he was recognized as a Family Wealth Director, delivering a depth of experience and breadth of knowledge in wealth planning and investment advice to the most affluent clients. In 2019, Frank was selected as one of the Top 400 Financial Advisers by the Financial Times. He was also recognized as a Forbes Best-In-State Wealth Advisor in 2019, 2020 and 2021.1
In 2017, he came back to J.P. Morgan for the freedom and flexibility of the firm’s robust platforms. Frank is a member of the Boston Estate Planners Council and works with a number of national and local charities.
CFP® and CERTIFIED FINANCIAL PLANNER® are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
Accredited Wealth Management AdvisorSM is a federally registered service mark owned by the College for Financial Planning.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
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